Foresight Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,153
| Closed | -$386K | – | 101 |
|
|
2022
Q3 | $386K | Buy |
2,153
+20
| +0.9% | +$3.59K | 0.09% | 69 |
|
|
2022
Q2 | $402K | Buy |
2,133
+152
| +8% | +$28.6K | 0.08% | 68 |
|
|
2022
Q1 | $451K | Buy |
1,981
+17
| +0.9% | +$3.87K | 0.08% | 70 |
|
|
2021
Q4 | $474K | Sell |
1,964
-278
| -12% | -$67.1K | 0.01% | 75 |
|
|
2021
Q3 | $498K | Sell |
2,242
-67
| -3% | -$14.9K | 0.1% | 74 |
|
|
2021
Q2 | $514K | Buy |
2,309
+335
| +17% | +$74.6K | 0.11% | 75 |
|
|
2021
Q1 | $408K | Sell |
1,974
-4,458
| -69% | -$921K | 0.1% | 81 |
|
|
2020
Q4 | $1.25M | Buy |
6,432
+111
| +2% | +$21.6K | 0.33% | 31 |
|
|
2020
Q3 | $1.08M | Buy |
6,321
+4,477
| +243% | +$762K | 0.36% | 30 |
|
|
2020
Q2 | $289K | Buy |
1,844
+68
| +4% | +$10.7K | 0.13% | 71 |
|
|
2020
Q1 | $229K | Buy |
+1,776
| New | +$229K | 0.16% | 75 |
|